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How do I set a resource as Required reading?

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Written by Daria Nasedkina

Overview

Required reading makes a resource obligatory to review and confirm its understanding by everyone in your organisation — for example, fire safety procedures.

Required reading set this way applies to everyone, regardless of the courses they're enrolled on. To make a document required only for learners on a specific course, link it to that course instead. See How do I link a resource to a course?

What happens when a resource is set to required reading

  • The learner's dashboard shows a reminder for any unconfirmed required reading resources.

  • The resource is highlighted on the learner's Documents & policies page.

  • After viewing the resource, the learner is asked to confirm they've read and understood it.

  • The confirmation date and time is recorded, and you can download this for reporting.

  • If you use automated messaging emails, you can include a reminder for required reading resources.

Step-by-step instructions

  1. Click the Settings tab in the side menu, or the ⚙ Settings icon in the top-right corner.

  2. Find the Add-Ons card and click Documents & policies.

  3. Find the resource you want to change, then click the menu icon on the right of its details.

  4. Select Edit.

  5. Select Required reading by Everyone.

  6. Click Save changes.

Interactive walkthrough

FAQ

Who does required reading apply to?

Everyone in your organisation, regardless of the courses they're enrolled on. For a document that's only required on a specific course, link it to that course instead.

How does a learner know they have required reading?

Their dashboard shows a reminder for any unconfirmed required reading, and the resource is highlighted on their Documents & policies page until they confirm they've read it.

Can I see who has confirmed their required reading?

Yes. The confirmation date and time is recorded for each learner, and you can download it. See How do I report on Documents & policies activity?

Can I remind learners about required reading?

Yes. If you use automated messaging emails, you can include a reminder for required reading resources. See How do I remind learners about pending Required reading?

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